M & L Capital Management’s Vertiv VRT Stock Holding History

M & L Capital Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4M	Buy	37,100 +10,200	+38%	+$3.23M	3.36%	11
2026 Q1	$6.74M	Buy	26,900 +12,200	+83%	+$2.71M	1.66%	11
2025 Q4	$2.38M	Buy	+14,700	New	+$2.55M	0.5%	18

Other funds holding VRT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

M & L Capital Management's VRT Position: Q2 2026 in Review

M & L Capital Management increased its Vertiv (VRT) stake by 38% in Q2 2026, buying an estimated $3.23M and bringing the position to 37,100 shares worth $12.4M. The position accounts for 3.36% of the portfolio, ranked #11.

M & L Capital Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

M & L Capital Management held 37,100 shares of Vertiv worth $12.4M as of Q2 2026.
M & L Capital Management bought 10,200 Vertiv shares in Q2 2026, an estimated $3.23M.
Vertiv made up 3.36% of M & L Capital Management's portfolio in Q2 2026, its #11 holding.
M & L Capital Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on M & L Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.